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Equities

Listed stock commentary covering small-caps to big-caps, growth to income, domestic to global, and momentum to deep value.

Equities

Bond markets are telling central banks to do “a little less conversation, a little more action”

Local market had a positive flat day on low turnover after local bond yields popped to 1.81% on the back of US bond yields move on Friday night. Tech and miners were...
Mathan Somasundaram
Deep Data Analytics
Equities

Diagnostic stocks making a charge

A look at the performance of the pharmaceutical and biotech sector over the month of February, along with the companies providing exposure to in vitro diagnostics....
ADO
+5
Claire Aitchison
Independent Investment Research
Equities

The case for cutting outstanding performers

Be careful not to pick your flowers and water your weeds. But you never go broke taking a profit. Like most investing “wisdom”, both of these contrasting sayings can...
Steve Johnson
Forager
Equities

Whoa-yeah the divs are getting bigger

In a matter of months, we’ve experienced a remarkable turn-around when it comes to Australian equity income and right now it’s safe to say dividends are back. After a...
BHP
+7
Dr Don Hamson
Plato Investment Management
Equities

Bond market will be back and the Central Banks are worried

Local market started positive on AUDUSD bounce before fading as banks rolled over with global trend after ECB confirmed that they would ratchet up QE buying in the...
Mathan Somasundaram
Deep Data Analytics
Expert Insights

A global powerhouse trading at a discount

If you had to choose only three to five companies to own and you had the entire world to pick from, what would they be? For Sam Ruiz, Portfolio Specialist at T. Rowe...
Livewire Exclusive
Livewire Markets
Expert Insights

Cheap, fast-growing and powerful: the best opportunity in markets

Consumerism is good and strong in emerging markets with plenty of growth left for investors eager to take advantage of the right opportunities. After a rollercoaster...
Mia Kwok
Mia Kwok
Livewire Markets
Equities

Explorers, boffins all agog about new-found resident at Tennant Creek

Nimble juniors lining up to test the new frontier in copper-gold exploration. Plus, a whopper gold hit at Stawell has tongues wagging and Tolga excited about runaway...
BHP
+5
Barry FitzGerald
Independent Journalist
Fund in Focus

A recipe for generating superior returns

Quality, resilient and well-managed companies are keys to the success of Morgan Stanley's Global Quality Fund. The strategy's outperformance since launching almost...
Livewire Exclusive
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners

As Kurt Vonnegut once wrote, "peculiar travel suggestions are dancing lessons from God.” I don't know quite what he meant either, but what I do know is that, peculiar...
NAN
PPE
+4
Buy Hold Sell
Livewire Markets
Equities

Bond market is not buying Central Banks' “Fake it till you make it” strategy

Local market repeated the same cycle as yesterday by starting positive for an hour and then fading through the day but managed to deliver a late recovery to finish...
Mathan Somasundaram
Deep Data Analytics
Equities

Bullish signs for 2021 in Australia

Australian and global economies in 2021 will grow about 1.3% faster than forecast in December, according to the OECD. Research from the international policy body...
Richard Coppleson
Bell Potter
Equities

The other reason so many portfolios are bleeding

In a share market as bifurcated as the ASX, leading indices such as the ASX200 or the All Ordinaries no longer show investors the true picture of what is going on. On...
APT
APX
CSL
+2
Rudi Filapek-Vandyck
FNArena
Equities

Is gold a buy here?

Yesterday I had a chat with Peter O’Connor, Shaw’s Senior Resource Analyst and a good mate of Market Matters. He’s a very good analyst and his views often contribute...
James Gerrish
Market Partners
Expert Insights

Two exciting sectors and a top pick in resources

Stellar dividends and resilient share prices seem reason enough, but Janus Henderson digs deeper to find the best performing global stocks, explains portfolio manager...
Livewire Exclusive
Livewire Markets
Equities

“Fake it till you make it” only works in Australia if you have an exit plan or China bailout

Local market started positive for an hour and then rolled over and fell all day to a negative day. Resources and Financials were under the pump while Tech and Health...
Mathan Somasundaram
Deep Data Analytics
Equities

7 undervalued stocks (and 1 IPO) for the near term

A once-in-two-decades opportunity has been created by small- and micro-cap speculators, say portfolio managers from Longwave Capital Partners and Spheria Asset...
ADH
+4
Glenn Freeman
Livewire Markets
Equities

"Employee engagement" thematic heats up as workers straggle back to the office

Most employers would like to think that their workers are champing at the bit to return to more normal conditions after a bout of pandemic-induced soul-searching about...
LME
PYG
Tim Boreham
Tim Boreham
Independent Investment Research
Equities

Bubble Now Pain Later is the only strategy but reflation isn’t going away

Local market started strong again on US lead and lost the momentum and faded to finish a positive day. US market was a mixed bag overnight with DOW and RUSSELL up...
Mathan Somasundaram
Deep Data Analytics
Equities

Do brains matter?

I was about to start a round of golf at the weekend and for the second week on the trot the chatter on the practice putting green was about stocks. “Tesla’s down 30%,...
Marcus Padley
Marcus Today
Equities

Six mid-cap and small-cap stocks proving their quality

In a reporting season where most small and mid-cap companies reporting were materially impacted by the disruption caused by COVID-19 and a change in consumer patterns...
BGA
+3
Marc Whittaker
IML
Equities

Lowe’s – moving from good to great

Management team changes can be typically disruptive for companies, often because it may further compound the already challenging position that led to the original need...
Bob Desmond
Claremont Global
Equities

Two top players and the next big theme

Livewire Markets joins International Women's Day in celebrating the social, economic, cultural and political achievements of women. As part of our coverage, we're...
ART
Livewire Exclusive
Livewire Markets
Equities

Central banks love repeating failed strategies…get ready to do the twist again!

Local market started strong positive on US lead but lost the momentum and faded to finish a positive day. It was the same old story in recent weeks. Rising USD and...
Mathan Somasundaram
Deep Data Analytics
Equities

Pouring fuel on the fire

“I got chills, they’re multiplying and I’m losing control; Cause the power, you’re supplying, it’s electrifying." I’m not sure Philip Lowe conjures the same sort of...
AMC
+13
Martin Conlon
Schroders
6026-6050 of 8792
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